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About Us

   

31255 Cedar Valley Drive * Suite 217 * Westlake Village, Ca  91362 * (818) 889-9210

 

The mission of Brand Name Insurance is to develop premier employee and employer benefit programs which offer complete comprehensive benefit solutions customized to small and large companies. We will educate, motivate and support our clients to help them achieve their full financial potential. My knowledgeable team will provide clients with professional services through out the enrollment and support process.  Planning for the future isn't simple. It's a multi-layer process that relies heavily on building long-term relationships: establishing relationships founded on trust. Plus, through our established strategic alliances with other national leaders in the industry, we can offer access to a full range of services to owners of closely held businesses and other successful individuals.

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With nearly two decades of experience in the financial services industry, Kevin Chase is committed to providing honest financial solutions to real life problems.

 

Kevin is active in the industry, serving as a board member to the National Association of Insurance and Financial Advisors and the GAMA International.

 

Regularly recognized for his leadership, outstanding sales performance and service to clients, Kevin has received numerous honors throughout his career, including GAMA's National Management Award (2000-2001), Honor Club (1996, 97, 98, 99, 2000) and Excalibur Awards (1997, 98, 99, 2000).

 

Committed to professional education as a means to better educate his clients, Kevin has earned his Certification in Long-Term Care (CLTC) from the Corporation for Long Term Care. He has also received his Life Underwriter Training Council Fellow (LUTCF) and his Chartered Leadership Fellow (CLF) designations from the American College in Bryn Mawr, Pennsylvania     

      

Kevin M. Chase, CA License #0724102. Kevin M. Chase is a registered representative offering securities through SagePoint Financial Inc; a registered broker/dealer, Member FINRA/SIPC.  Principal office located at 770 Paseo Camarillo, Suite 130  Camarillo, CA 93010 (805) 484-0420  Brand Name Insurance is not affiliated with SagePoint Financial Inc.

                             

 

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